Speeches/Dates

Opportunities in the 401(k) Marketplace, MDRT 1989

Sales-A-Rama Breakfast, MDRT 1988

Inter-World Series of Sales Ideas, MDRT 1986

Portsmouth/Chesapeake Life Underwriters, NALU 1993

Mt. Diablo (CA) Life Underwriters, NALU 1993

Mid-Atlantic Sales Congress

Insurance, Ethics, and Marketing Seminar

Various speeches to:  District of Columbia LU; RI LU; Syracuse LU; MONY Campus School, Tuscaloosa; MONY Top Club, Main Platform; Winnipeg LU; Norfolk LU; Valley Sales Congress; GAMA Rookie of the Year Banquet; WLUC Success Seminar; Virginia Beach LU; IAFP Financial Independence Day Panel;

Old Dominion Financial Planning Conference, Dec 7, 2001

Greater Detroit ALU, 1994; Suburban Maryland LUA, 1994, Memphis LUA, 1995, Cleveland LUA, 1996; Greensboro LUA, 1997,  Winchester LUA, 2003, Brookfield LUA, 2003, Denver LU, Mar 2004

LOMA Annual Conference, San Antonio, TX, 1994

Main Platform, MDRT, 1995

National Press Club/LIFE, 1996

MONY Open Forum, Newark, 1996; MONY Open Forum, Chicago, 1996

MONY Top Club, 1997;

ASCLU/ChFC National Conference, 1997

GE Financial, 2000

National Association of Foot and Ankle Surgeons, 2001

Society of Financial Service Professionals Annual Conferences, 2000 and 2001

Life Office Management Association, 1999

National Press Club, 1998

Boston Globe Personal Finance Fairs, 2000 and 2003

Singapore Life Underwriters Association, 2002

Society of Financial Service Professionals National satellite teleconferences, “Managing Variable Products to Achieve Client Goals”,May, 2003, “Tax Changes for Qualified Plans” and “When the Owner Dies”

Quote.com Seminar expert “Say ‘I do’ to Savings: Creating Cash for Marriage

National 21 station radio tour, May 2001

CNN live interview, May 18, 2002

National 19 station radio tour, Sept 2002

LIMRA Meeting for Top Producers, Seoul, Korea, 2004

Behavioral Finance Web Seminar for Society of Financial Service Professionals, July 2005

AXA Midwest Pension Conference, Aug 2005

State Farm Women Producers Meeting, Feb 2006

Heritage Group Young Producers Meeting, Feb 2006

Top of the Table Eastern Europe speaking tour, Mar 2006

Central Virginia Association of Insurance and Financial Advisors, April 2007        

Boomertirement Summit with Alan Greenspan, April 2007

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